You are here because you are overwhelmed in the worry surrounding your child's future care and financial well being.

"We are passionate about helping to alleviate the anxiety surrounding special needs planning and to transform that feeling of anxiety into a sense of empowerment, so that you are able to provide for your loved one with special needs, while at the same time provide for the whole family."

Discover the three ways we can help you...

Education + Action + Support

1-on-1 planning. We guide your family in creating a plan to secure the future.

Access to all educational tools in our Client Only area

Continued life-long relationship with us, so your plan always stays current in light of government benefit changes, tax law changes, and changes in your family.